Crm system with integration into 1C. Full integration of CRM with 1C. Technical issues of installing “1C:CRM”

An important advantage of RosBusinessSoft CRM is full two-way integration of our CRM with the 1C: Enterprise program (Accounting, UT, Integrated, ERP, UPP, UNF, etc.). We were the first in Russia to do this successfully.

Currently, no CRM system can boast of similar functionality. If competitors have integration with 1C, then in 99% of cases it ends with manual uploads/downloads of information about contractors and items into 1C. They do not provide synchronization of other documents, directories, registers, unlike RosBusinessSoft CRM.

"RosBusinessSoft CRM" and "1C: Enterprise" can exchange any directories, documents, registers in a two-way direction.

Thanks to the integration of RosBusinessSoft CRM and 1C products, managers will no longer need to work with 1C. All accounting operations for sales are carried out directly in CRM, and then sent to 1C. At the same time, CRM receives information from 1C about payment of bills, receipt of goods, new contractors, goods, remaining goods in the warehouse, etc.

A big advantage of RosBusinessSoft CRM is the ability to create shipping documents: invoices, delivery notes, work completion certificates.

When I use the integration of RosBusinessSoft CRM with 1C, you get the following benefits:

• There is no need to duplicate documents in two programs
• Employees can only work in the CRM system, which allows them to save on 1C licenses
• Data exchange occurs automatically and does not require user participation
• You can quickly receive data from 1C from anywhere in the world thanks to web access to the CRM system.

Example of integration between RosBusinessSoft CRM and 1C: Accounting

Some of our clients are skeptical about the possibility of full synchronization of RosBusinessSoft CRM and 1C, so we decided to record this video. In the video we clearly demonstrate how quickly and easily the synchronization of our CRM system and 1C occurs.

Video tutorials on integrating RosBusinessSoft CRM and 1C:

Integration of CRM with 1C:Enterprise

Your CRM always contains an up-to-date product catalog, a “fresh” price list and correct data on the balance of goods in the warehouse. Data does not need to be queried and duplicated in different systems. CRM managers are always aware of invoice payment progress. All this is achieved through the implementation of automatic two-way data exchange between 1C and 1C-Bitrix products.

All types of portal integration with 1C
Integration of the product “1C-Bitrix: Corporate Portal” with the systems “1C: Salary and Personnel Management” and “1C: Trade Management” allows you to ensure that the portal has up-to-date data, such as data on employees, personnel changes and company structure.

Integration of CRM with 1C. Accounts

No need to bother an accountant

As a result of integrating the functionality of accounts in CRM with 1C products, all information is synchronized. Your CRM manager is always aware that the invoice payment has been completed; he does not need to call the 1C accountant to find out the status of the order.

Invoice sent	Order has been paid

Integration scenario:

• manager issues an invoice in CRM
• the account automatically goes to 1C
• the manager sends this invoice to the client in PDF
• the client receives an invoice and makes payment (for example, through Client-Bank)
• The accountant on the manager's side receives information about payment of the invoice
• The accountant enters the fact of this payment into 1C
• CRM displays information that the invoice has been paid
• CRM manager is aware - payment has been processed

Data is synchronized

To implement this integration, you do not need to purchase any additional modules or configurations. By purchasing 1C and 1C-Bitrix: Corporate Portal products, you automatically receive the necessary functionality.

Integration out of the box. To ensure integration, you do not need to have special knowledge in programming or web technologies. In 1C-Bitrix products, all you need to do is enable the necessary functionality and perform minimal configuration. In 1C, you actually only need to know the login and password for the portal with CRM from 1C-Bitrix.

Integration with 1C: Products

Products and prices are synchronized!

Your CRM and 1C automatically exchange product data. New products added to 1C immediately appear in the CRM product catalog. When issuing an invoice from CRM, a check is made through 1C for the availability of the required goods in the warehouse. Prices for all products in the CRM catalog are synchronized with prices in the 1C database.

Integration includes:

• Automatic exchange of CRM and 1C goods
• Inventory management
• Price management

Outdated catalogue, price list and leftovers are now impossible!

Integration capabilities relieve you of the need to track changes in 1C inventory and reflect them in the CRM catalog. Your managers no longer need to constantly monitor the status of the product catalog, recording the latest data on prices and stock balances.

As a result of integration you get:

• Current product catalog in CRM, updated simultaneously with the 1C product database
• “Fresh” price list, prices in which are synchronized with “1C”
• Correct data on the balance of goods in the warehouse.

Bidirectional data exchange. The interaction of 1C and 1C-Bitrix products is implemented on the basis of bidirectional data exchange procedures. Data exchange is carried out using the XML-based open Business Information Interchange Standard -

Any company that has implemented CRM sooner or later faces the need to synchronize its data with the enterprise accounting system. It's no secret that 1C today is the most widespread accounting program in Russia and the CIS countries.

Integration of CRM with 1C allows you to solve the following problems:

1. Eliminate double entry of information into systems, speeding up the sales process and employee efficiency.
2. Ensure automatic generation of invoices in 1C based on invoices and orders in CRM, eliminating the human factor at this stage.
3. Eliminate the need to train sales managers to work in two systems at once - 1C and CRM, reducing the time for their adaptation, as well as saving on 1C licenses.

You can, of course, transfer data manually, but with a large volume, such a scenario becomes too labor-intensive and unreliable. You can’t do without integrating CRM with 1C. The most insightful owners and managers of IT departments initially choose to implement a CRM system that supports the possibility of creating a “single organism” with 1C. I propose to compare what integration capabilities with the most popular accounting system in Russia and the CIS exist among the leading CRM players.

Bitrix24

The ability to configure the integration of the CRM module with 1C products is supported on paid cloud plans of the Bitrix24 system (Team and Company), as well as in server editions - Corporate Portal and Holding.

Bitrix24 makes it possible to set up standard integration with 1C - according to the product catalog and accounts. Standard integration supports one-way loading of goods - changes in positions are tracked on the 1C side and, when synchronized, are transferred to CRM. This option allows managers to avoid creating incorrect product items in invoices. In addition, integration makes it possible to issue invoices on the CRM side, after which they go to 1C, where they can be paid or shipped. If necessary, changes can be made to the accounts in 1C (they will be displayed in Bitrix24 during the next synchronization).

Supported 1C versions: Trade management (platform from 8.1, version from 10.3.2.4 and higher), Management of a small company (from 8.2, version from 1.4.1.17), Complex automation (from 8.1, version from 1.0.16), Manufacturing enterprise management (from 8.1, version from 1.2.15) and others. Confirmation of the possibility of integration through the vendor's technical support service is required.

Setting algorithm. The process of setting up Bitrix24 integration with 1C is very simple and does not require programming knowledge. Just go to the CRM Settings - Integration in 1C: Enterprise section, and then step by step specify the synchronization parameters for accounts and product catalogue. Step-by-step instructions are available on the websites of the vendor and some distributors.

Supports 1C: Trade management (platform from 8.1 and higher), Management of a small company (from 8.2), Complex automation (from 8.1), Management of a manufacturing enterprise (from 8.1) and others. Confirmation of the possibility of integration through the vendor's technical support service is required. It is important that the exchange module in 1C is not killed (possibly when making improvements to 1C).

Minuses: it is impossible to configure advanced integration in cloud tariffs (for example, by counterparties); in boxed editions, expanded exchange is implemented through modifications, both on the Bitrix24 side and on the 1C side.

AmoCRM

This fairly young brand on the domestic CRM market was initially created as a tool for small work groups and companies. However, practice has shown that even companies with several people need CRM integration with 1C. As a result, a corresponding widget appeared in AmoCRM.

Integration of AmoCRM and 1C is supported for accounts and counterparties, regardless of the tariff plan of the CRM system. Makes it possible to create accounts in AmoCRM, quickly search for existing counterparties in 1C and add new ones. When creating an account, the CRM system searches for a counterparty from a transaction in 1C; after successful identification, the detected counterparty is loaded into the account. If this company has not previously been sold, the system will offer to create a new counterparty in 1C directly from the transaction card in AmoСRM. There is also a function to print an invoice from CRM.

Supports 1C: Manufacturing enterprise management (platform from 8.2, versions 1.2 and 1.3), Trade management (from 8.2, version 10), Complex automation (from 8.2, version 1.1), Enterprise accounting (from 8.2, versions 1.6, 2.0). Important: component 1C: “Web server extension modules”.

Setting algorithm. The connection between 1C and AmoCRM is ensured by publishing web services from 1C on a web server. These services make it possible to receive requests from CRM and make changes to the 1C database. In this regard, the integration setup algorithm consists of the following stages: setting up a web server, debugging 1C, publishing web services and deploying the AmoСRM application, then connecting the 1C widget to CRM. When you go to the Settings - Recommended widgets - 1C section, the system will offer to download instructions and files necessary for setup. Instructions can be found on the vendor's website.

Minuses: the integration supports standard versions of 1C products and may not function correctly on modified systems. Unfortunately, verification is only possible through experience. Setting up integration requires a decent amount of time, as it consists of four stages.

Client-Communicator CRM

Click-CRM allows you to set up two-way exchange of data on accounts, goods, documents and other directories, determining in which system the data is created and where, under what conditions, it is transferred. Integration with 1C is supported in all KliK CRM tariff plans. Distinctive features are the synchronization of the CRM system with several 1C databases, as well as the ability to upload the configured configuration via the export button and apply it for integration with another 1C database.

Setting algorithm. The integration and its parameters are configured using the “Configurator” built into the CRM Click. Initially, you need to connect to the 1C database.

After the connection is established, you will be able to set parameters for exporting and importing data and integration scenarios, as well as configure access rights to integration tasks for user groups.

To complete the integration of systems, you will need to start synchronization in the client part of CRM Click. If there is a need to exchange data with several 1C databases, KliK has a function for exporting/importing settings, with which you can literally transfer the set parameters in two steps. Moreover, only those settings that have been checked to ensure that they are correctly applied to the new database will be transferred. All documentation and videos for setting up integration are publicly available on the vendor’s website.

Supports 1C: any configurations 1C 8.1 / 8.2 / 8.3.
Minuses: It is possible to get confused in a large number of parameters for setting up integration, as a result of which it will not be possible to start data exchange the first time.

bpm`online sales

Terrasoft's flagship CRM product - bpm`online sales - in its basic configuration does not support integration with 1C products, neither in cloud editions nor in server editions. It is possible to “make friends” of bpm`online sales with 1C using a special module - PT 1C Connector.

The connector supports exchange by accounts, counterparties, product catalog, etc. - in general, it allows you to flexibly configure integration for almost all entities with any 1C configurations on platform 8.2 and higher (including modified ones). Makes it possible to work with tabular parts, transfer payments from 1C taking into account currencies, discounts and tax rates, and much more.

Despite all the advantages, the connector has an impressive cost of 750 euros, which sometimes discourages small and medium-sized companies from both purchasing the connector and implementing the bpm`online sales system itself.

Among the professional environment of Terrasoft partners there are now rumors that the vendor will nevertheless introduce a free version of the connector built into the system. True, it will only work with basic versions of 1C, and to change the integration settings you will need to purchase a commercial version of the module.

Setting algorithm. Primary integration has the following stages: setting up the 1C server, installing and publishing 1C services, installing the connector in bpm`online sales and setting up the connection, after which the connection is tailored to the required parameters.

Supports 1C: all 1C configurations on platform 8.2 and higher.
Minuses: as mentioned above, the connector must be purchased separately for 750 euros; The variety of options will require significant time to study and configure the necessary integration parameters. There is no publicly available documentation, only a kit with a connector.

RegionSoft CRM

RegionSoft CRM supports integration with 1C accounting systems starting from version 4.8. Data exchange can be carried out on accounts, payments, items, counterparties and their bank details, contacts, certificates of work performed, delivery notes, invoices, users, etc. Important: integration with 1C is only possible in the Professional and Enterprise editions.

Setting algorithm. RegionSoft CRM supports two versions of integration - semi-automatic and automatic. The first is implemented by downloading data from CRM into the RegionSoft XML 2.1 format, then the received information is loaded into 1C through external processing, which is included in the RegionSoft CRM delivery. Loading data into RegionSoft CRM from 1C is provided in a similar way via the XML format. The automatic version is launched through the RegionSoft CRM configurator or RegionSoft Application Server (script server for automatic operations with CRM databases).

When setting up automatic integration, the CRM system manufacturer encourages daily backups to avoid failures and data loss. Detailed information is stored in the system interaction regulations and can be obtained through a request to the vendor’s technical support.

Supports 1C: Accounting and Trade Management (configurations 8 – 8.2).
Minuses: regulations and configuration algorithms are designed for a high level of knowledge of both systems, and therefore there is a high probability that you will have to contact specialists or the vendor. Despite the technical possibility of setting up integration with several 1C databases, the manufacturer does not recommend doing this due to possible duplication of data.

FreshOffice

The CRM system implements basic exchange with 1C for counterparties and accounts in both directions, as well as uploading documents and financial indicators from 1C to CRM. In addition, the exchange module supplied with FreshOffice CRM allows you to: post payments received in 1C to counterparties in CRM; synchronize product balances from 1C with a list of items in CRM; configure other necessary data exchange. Integration is supported in all FreshOffice plans.

Setting algorithm. First of all, you will need to attach external processing to the 1C configuration (supplied by the CRM system manufacturer for each 1C configuration), indicating the section in which the object will be available.

Receiving authorization data in the control panel occurs through the generation of an API account login and password for subscription on the vendor’s website in your personal account. The connection to the 1C database is checked by launching the “Additional external processing” window. If the connection is successful, the notification “Connection established by Web” will appear in the messages.

Important: when exchanging data with several 1C databases, you must use the 1C Base prefix system, which must be unique and have the same length. Detailed instructions for setting up integration are supplied by the vendor along with the system or by contacting technical support.

Supports 1C: Enterprise accounting (configuration from 8.2, version from 2.0), Complex automation (from 8.2), Management of a small company (from 8.2), Trade management (from 8.2, version from 10.3).
Cons: with simple and clear setup instructions provided by the vendor, there is little information about emergency situations that may arise during the process, as well as a small number of specialists with experience in solving such a problem.

Conclusions and results:

While at the stage of choosing a CRM system, it is very important to work out the issue of its integration with 1C, so that after acquisition and implementation you do not encounter the impossibility of setting up an exchange with the scientific system. The CRM solutions of KliK and bpm`online sales provide the most complete and flexible integration with most 1C products, regardless of the tariff and type of deployment (cloud or server). At the same time, the Click Configurator for setting up integration and its parameters comes free with all versions of the CRM system, and the bpm`online sales connector will cost 750 euros.

Regardless of the chosen CRM solution, it is advisable to obtain written confirmation from the vendor’s technical support about the possibility of integrating the selected CRM plan with the existing 1C.

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Question No. 1. What is CRM?

CRM (Customers Relationship Management) is a customer-oriented strategy based on the use of advanced management and information technologies, with the help of which the company builds mutually beneficial relationships with its customers.

It is necessary to distinguish between the concepts of “CRM concept” (or “CRM technology”) and “CRM system”. The concept of CRM implies a customer-oriented strategy. A CRM system means a tool – software (a specific software product, for example “1C: CRM PROF”), which allows you to implement a client-oriented strategy, automating the work of a client-oriented company.

Question No. 2. What are operational, analytical and collaboration CRM systems? How are they different from each other?

Operational CRM systems solve the problems of promptly entering and storing contact information and the history of communication with clients. Operating systems cover sales, marketing, service. This type of CRM system is advisable to use for multi-stage and long-term transactions with several participants. Operational CRM systems provide a small functionality for analytics - you can get analytics on clients, on the work of employees, on transactions. This type of CRM system is suitable for solving basic problems and is mainly common in small businesses.

Analytical CRM systems, in addition to solving operational problems, allow you to segment the customer base, evaluate the success of a marketing campaign, evaluate customer profitability, conduct sales analysis, analysis of purchases and warehouse conditions, and sales forecasting. Analytical CRM systems are used by companies that have many “short”, “quick” transactions, a large assortment and a large number of customers. This type of CRM system is suitable for solving a wide range of problems. Analytical CRM systems are mainly common in small and medium-sized businesses.

Collaborative CRM systems, in addition to operational and analytical capabilities, allow the client to directly participate in the company’s activities, for example, in the process of developing a product or providing a service. At the moment, this type of CRM system is not widespread in Russia.

"1C:CRM" is an analytical CRM system with the ability to expand the functions of data mining (BI) and Web functionality.

Question No. 3. How to choose the right CRM system?

To select a CRM system, we suggest using the following selection criteria:

• Determine the required type of CRM system;
• Consider organizing the joint work of the CRM system and the accounting system - data exchange or integration of the CRM system into the accounting system;
• Analyze the compliance of the CRM system with the peculiarities of domestic business practices;
• Provide for the possibility of modifying the CRM system to meet the needs of the company;
• Determine the availability of CRM implementation and support services in your region;
• Determine the total cost of ownership of a CRM system;
• Analyze the possibility of integration with telecommunications (telephony, SMS, fax), web applications, and organizing a remote workplace.

Question No. 4. How much does it cost to implement a 1C:CRM system for 11 users?

The cost of implementation consists of the cost of the software and the cost of implementation services. For example, the cost of 1C:CRM PROF software for 11 users is 78,000 rubles. taking into account licenses for the 1C:Enterprise 8 platform. The cost of licenses is fixed and does not depend on the region of the Russian Federation.

NOTE: Prices shown may change over time and may not be accurate at this time.

The cost of implementation services, on the contrary, greatly depends on the region of the Russian Federation.

Question No. 5. What is the advantage of 1C:CRM over other CRM systems presented on the Russian market?

The main advantages of 1C:CRM over other programs are:

• A comprehensive solution to enterprise automation problems on a single platform: CRM, management, operational and financial accounting.
• Close integration with accounting systems on the 1C:Enterprise 8 platform, such as 1C: Trade Management, 1C: Manufacturing Enterprise Management and their industry versions.
• A single information space for the company - one program (accounting solution + CRM), a single business logic.
• Wide functionality of the CRM system.
• Automation of main communication channels with clients: built-in email client, integration with office PBXs, sending and receiving SMS and fax messages directly from the CRM system, preparing envelopes or stickers for mailing.
• The system is open source and can be easily modified to suit the company's needs.
• Built-in distributed database management system for automation of geographically remote departments.
• High scalability and performance of the 1C:Enterprise 8 platform.
• Data exchange with 1C: Accounting.

Question No. 6. What benefits will the company's management receive by implementing 1C:CRM?

After implementing 1C:CRM, the company’s management will receive real assistance in organizing work with clients, partners and competitors, as well as in organizing and monitoring the work of personnel. The company's management will be able to regularly receive data on new clients, the status of real clients, evaluate the effectiveness of marketing campaigns, analyze and forecast sales, monitor customer complaints and complaints, and evaluate the effectiveness of staff.

Question No. 7. Is it possible to use the 1C:CRM program in a small company?

Yes, the 1C:CRM program is designed for enterprises of all sizes. There is no need to be afraid of the wide range of possibilities - for real work, an enterprise is not required to use them all at once. And for “small” companies, exactly the same automation capabilities are provided as for “large” ones, while the enterprise can use exactly that part of the functionality that it really needs at this stage of development.

For example, if there is no need to use business processes or track customer complaints and complaints, then this is not necessary.

Question No. 8. Does the 1C:CRM program work in real enterprises?

Currently (2011), the 1C:CRM program operates in more than 2,000 companies in Russia, the CIS countries and neighboring countries

Question No. 9. They said that the 1C:Enterprise 8 and 1C:CRM system was designed for large enterprises, but it would not suit us. Is this true?

No, this statement is not true. Increasing scalability and the ability to work with a larger load does not mean targeting application solutions only to large enterprises.

1C:CRM works in small, medium and large companies, solving specific problems for each of these business segments.

Question No. 10. Are there technical limitations to expanding the functionality of 1C:CRM by the client?

“1C:CRM” does not have any significant technical limitations for modification to the specifics of a particular company. The system code is open, there is a special mode “1C: Configurator” in which you can change and add functionality. If there is a qualified employee on the client’s staff, all necessary changes can be made independently. However, we strongly recommend engaging certified specialists from our company.

Question No. 11. Is user documentation included with 1C:CRM? What is the difference between the book “Implementation Methodology for 1C:CRM PROF” and the documentation?

Yes, it is supplied. The difference is that the 1C:CRM documentation describes system objects (functionality), and the book “1C:CRM PROF Implementation Methodology” describes the implementation technology and practical cases on the use of CRM technologies.

1C:CRM functionality (configuration options, settings and access rights)

Question No. 12. Is it possible in the 1C:CRM program to make sure that each manager sees only his own clients?

Yes, this can be done by setting up access rights by manager. This setup can be done in 1C:Enterprise user mode

Question No. 13. Can the head of a company receive information about the main performance indicators of the company and the work of managers using 1C:CRM?

Yes maybe. In the program for these purposes, you can, for example, use the “Managers’ Performance Indicators” report, showing the number of transactions, the total amount of sales revenue, the number of contacts and other information on the work of managers for a certain period.

You can also use the “Report to the Manager” report, which is designed to provide summary information about the current state of affairs of the company. The report provides a quick analysis of data on various indicators: sales volume, accounts receivable and payable, outgoing and incoming payments, etc. It can be sent by email at a certain time, in accordance with the mailing list specified in the settings.

In the settings, you select the type in which the report will be generated into an external file - a table (mxl) or a file in HTML format.

Question No. 14. Can the head of a company receive information about the main indicators of its performance without downloading the program itself and without learning to work with it?

Yes, in the standard configurations “1C: Trade and Customer Relationship Management (CRM)” and “Manufacturing Enterprise Management + CRM PROF” there is a “Manager’s Report” mechanism, which allows you to regularly send information to the manager about any significant indicators of the enterprise’s performance in text, tabular or graphic form. Information can be sent by email and be available to a manager anywhere in the world.

You can also simply entrust the generation and printing of reports to an assistant manager.

Question No. 15. Can a marketer or company manager evaluate the effectiveness of an advertising campaign in 1C:CRM?

Question No. 16. How does the 1C:CRM program interact with email?

1C:CRM has a built-in email client (e-mail). There are two options for working with email:

• use the built-in email client configuration;
• use the main email client of the operating system (for example, the “TheBat!” program) with the ability to transfer letters to “1C: CRM”.

You can configure your email client by going to the “Tools - Accounting Settings” menu.

Question No. 17. Do 1C:CRM users have the same access to the database? What can be done to ensure that the manager does not have complete information on VIP clients?

User access to the 1C:CRM database can be limited by setting access rights to directories and documents. This setup is done in the “1C: Configurator” mode

It is also possible to configure managers to have access only to a certain part of information about counterparties. Perhaps the only person who can do this correctly is

Question No. 18. Can 1C:CRM remind you of the approaching receivables deadline so that you can call the client and remind him about payment?

You can create a Reminder document associated with a payment document (for example, an Invoice or Expected Cash Receipt) indicating the start date, importance, and frequency of the reminder. Once the Reminder is complete, you can end it.

Question No. 19. Is it necessary or desirable to switch from a CRM system on the 1C:Enterprise 7.7 platform to 1C:CRM on the 1C:Enterprise 8 platform? How is the “eighth” platform more convenient and functional compared to the “seventh”?

The transition to the 1C:Enterprise 8 and 1C:CRM Platform has a number of advantages for users and the company as a whole:

• "1C:Enterprise 8" has greater performance in multi-user mode, scalability, and integration with other applications.
• Thanks to the capabilities of the new platform, a business process management mechanism has been implemented: creation of business process templates, automatic task routing, process status monitoring, sales funnel, etc.
• A mechanism for issuing and monitoring orders with automatic notification of the progress of the order has been implemented.
• New interface capabilities have been implemented - “Desktop”. This allows you to create a convenient workspace in the program for each employee. Remove all unnecessary things and focus on the main information about the current state of affairs.
• A mechanism has been created for generating printed forms in MSWord directly from the CRM system. The mechanism allows you to receive a ready-made commercial proposal or agreement in a few seconds according to the specified template with all the necessary client details.
• The possibilities for classifying clients according to various parameters have been expanded.
• The marketing block, including budgeting of marketing campaigns and an event planning mechanism in the form of a Gantt chart, allows you to analyze the effectiveness of marketing campaigns (ROI).
• Built-in email client, mail is stored in 1C, more convenient interface of the email program.
• Integration of the CRM system with telephone systems using 1C-Rarus:SoftFon+SMS and Fax Communicator. Provides work with office PBXs, sending and receiving SMS and fax messages directly from the CRM system.

Question No. 20. How to organize the work of geographically distributed offices using 1C:CRM?

The work of geographically distributed offices can be configured in two ways

1. If you plan to operate the central and remote office simultaneously in on-line mode (in “real time”), then purchase the required number of licenses for remote office users. These licenses are installed on the server in the central office, and the terminal mode is configured: terminal server in the head office, terminal client in the remote office. In this case, everyone works with one information base located on a central server.

2. If the work of two offices will take place off-line (periodic exchange of information according to a schedule), then the main supplies of programs (the same ones that are now in the central office) and the required number of licenses are purchased. Then the exchange mechanism is configured, with the help of which data will be exchanged between branches.

Question No. 21. Does the 1C:CRM program allow you to route an incoming call to the responsible employee?

Yes, it does, provided you have a license for the 1C-Rarus:SoftFon product.

1C-Rarus:SoftFon, already integrated into 1C:CRM, is designed to optimize the processing of incoming and outgoing phone calls. “1C-Rarus:SoftFon” allows the secretary, at the moment of receiving an incoming call, to see the name and contact person of the calling client, the main responsible manager of the company assigned to the client. This allows the secretary to quickly connect clients with responsible company employees.

“1C-Rarus:SoftFon” does not independently route the call to the required employee; this must be done by the secretary. If negotiations have already been conducted with the client and the responsible manager is recorded in the client’s card in 1C:CRM, this information will be reflected when an incoming call arrives and the secretary will only have to switch the call to him.

Question No. 22. How to activate modules for working with telephony, SMS and fax in 1C:CRM?

The product “1C-Rarus:SoftFon+SMS and Fax Communicator” is integrated into “1C:CRM” and is designed to optimize the processing of incoming and outgoing phone calls, SMS messages and faxes. The product is protected by a security key (only processing of work with equipment is protected, the configuration code is open for changes).

To work with integration modules with telephony, SMS and fax, you must purchase the appropriate licenses, install security keys and software protection for the products. Then in the “1C:CRM” settings (menu Tools - User Settings) you need to enable the necessary modules and configure their operation.

Question No. 23. How to activate the “1C:CRM PROF” functions built into the standard solution “1C: Trade Management” or “1C: Manufacturing Enterprise Management”?

The “1C:CRM PROF” product, when integrated into the standard solutions “1C: Trade Management” or “1C: Manufacturing Enterprise Management” and their industry versions, if necessary, can be used only on a part of the workplaces.

To use the “1C:CRM PROF” module at the workplace of a specific program user, you must enable or disable the “Use CRM subsystem” setting in the configuration settings (menu Service - User Settings), enable or disable this module and configure its operation.

Question No. 24. It is assumed that a geographically distributed information base will be used. Are there any restrictions in this case when working with 1C:CRM?

1C:CRM products have no restrictions when working in distributed information base mode (except for the Basic version, which does not support this mode).

For each office (remote unit), you will need to install a copy of the central 1C:CRM database and configure the mode and schedule of exchange with the central database.

Question No. 25. How much will an SMS message sent using 1C-Rarus:SMS-Communicator cost?

The cost of an SMS message is determined by the telecom operator whose SIM card you inserted into the GSM modem.

Question No. 26. Is it possible to integrate 1C:CRM with telephony? What is needed for this?

Yes, it's possible. To integrate 1C:CRM with telephony, you need to purchase a license for the 1C-Rarus:SoftFon product. Before purchasing, be sure to check the PBX model used in your company and its compatibility with the 1C-Rarus:SoftFon product.

Question No. 27. How do you actually send SMS messages from 1C:CRM?

Using the 1C-Rarus:SMS Communicator program and a GSM modem. There is a list of tested equipment.

Question No. 28. How do you send faxes from 1C:CRM?

Sending fax messages occurs thanks to the interaction of the programs “1C-Rarus: Fax Communicator” and “Venta4Net” from Venta.

Question No. 29. Our telephone exchange supports fax messaging, do we need to purchase Venta4Net?

Yes, sure. The 1C-Rarus:Fax Communicator product is specially designed for the Venta4Net program, and in turn, Venta4Net interacts with the Fax modem and telephone line of your PBX.

Question number 30. If we purchase the 1C-Rarus:SoftFon software product, does this mean that we will be able to communicate by phone without having a telephone?

No, that's not true. The 1C-Rarus:SoftFon solution is a means of interaction between 1C:CRM and a PBX and does not in any way replace a telephone set.

Licensing and protection system for 1C:CRM configurations

Question No. 31. How are programs in the 1C:CRM line licensed?

The 1C:CRM configuration, like the 1C:Enterprise 8 platform, is protected from illegal copying by a hardware protection key. Licensing is based on the number of jobs. Licenses are required for both the 1C:Enterprise 8 platform and the 1C:CRM configuration. Those. Two types of security keys are used.

For Basic versions of 1C:CRM, protection keys for the platform and configuration are not provided. Instead, the program has so-called “links” to the user’s computer.

Question No. 32. How to increase the number of jobs in the 1C:CRM line program?

To expand the number of jobs, users of the programs “1C: CRM PROF”, “1C: Trade and Customer Relationship Management (CRM)” and the configuration “1C: Manufacturing Enterprise Management + CRM PROF” must purchase the required number of additional multi-user licenses for the “1C” configuration :CRM PROF" and separately to the 1C:Enterprise 8 platform (if necessary).

The licenses for the 1C:CRM PROF configuration do not include licenses for the 1C:Enterprise 8 platform; they are purchased separately.

There are additional licenses “1C:CRM PROF” for 1, 5, 10, 20, 50 and 100 workstations.

Basic versions of 1C:CRM do not have the ability to expand the number of jobs.

Question No. 33. How is 1C:CRM licensed if used in several geographically remote offices?

In this case, you will need to purchase the main supply of the 1C:CRM product line for each office (remote unit) and the required number of licenses (according to the number of workstations).

Question No. 34. Which parts of 1C:CRM are protected by a security key and are not available for modification?

Approximately 3% of the code protected by the protection key is the main “core” of the Business Processes, Filters and Upload subsystems in Word - i.e. mechanisms that usually do not change in implementation projects.

Data exchange and integration of CRM with standard 1C Enterprise solutions

Question No. 35. Is it possible to use the 1C:CRM program together with 1C:Accounting?

Standard means provide for data exchange between “1C:CRM” and the following programs and configurations:

• 1C: Accounting 8
• 1C: Accounting 7.7

This mechanism allows you to exchange the following data between configurations: “Invoice for payment to the buyer” documents, elements of the “Counterparties”, “Nomenclature” directories and elements linked by links.

• counterparties
• contact faces
• accounts

Data exchange is carried out through an intermediate data file in XML format.

When using the product “1C: Trade and Customer Relationship Management (CRM)”, the following documents are additionally exchanged with “1C: Accounting”:

• Advance Report
• Letter of Credit Transferred
• Letter of Credit Received
• Return of Goods from the Buyer
• Returning Goods to the Supplier
• Returning Goods to the Supplier From NTT
• GTD Import
• Power of attorney
• Inventory of Goods in the Warehouse
• Collection Order Transmitted
• Collection Order Received
• Posting of Goods
• Commissioner's Sales Report
• Report to the Principal on Sales
• Retail Sales Report
• Retail Sales Report Commission
• Movement of Goods
• Payment Order Incoming
• Payment Order Outgoing
• Payment Request Received
• Payment Order Receipt of Funds
• Payment Order Debiting Funds
• Receipt of Additional Expenses
• Receipt of Goods and Services
• Receipt of Goods and Services VNTT
• Receipt Cash Order
• Account cash warrant
• Sales of Goods and Services
• Write-off of Goods
• Invoice for Payment to Buyer
• Invoice Invoice Issued
• Invoice Invoice Received
• Requirement: Invoice
• Nomenclature complete set
• Debt Adjustment
• Payment Request Issued

Question No. 36. How is 1C:CRM PROF connected to programs on the 1C:Enterprise 8 platform?

“1C:CRM PROF” is a universal solution with the ability to use both a stand-alone program for automating CRM functions and as an addition to the functionality of standard configurations of the 1C company on the 1C:Enterprise 8 platform.

"1C:CRM PROF" integrates (by combining) with standard configurations:

• 1C: Trade Management
• 1C:Manufacturing enterprise management
• industry configurations developed on their basis.

When using “1C:CRM PROF” as an independent, stand-alone configuration, the program includes a data exchange block with the accounting systems “1C: Accounting 8” or “1C: Accounting 7.7”.

Question No. 37. Is it possible to use 1C:CRM in conjunction with programs on the 1C:Enterprise 7.7 platform?

When using 1C:CRM separately from the accounting system, it is possible to exchange data with 1C:Accounting 7.7.

Question No. 38. Is data transferred from the 1C: Trade and Warehouse 7.7 program to the 1C: Trade and Customer Relationship Management (CRM) program?

Yes, when starting to work with the standard configuration “1C: Trade and Customer Relationship Management (CRM)”, you can convert data from the standard configuration “1C: Trade + Warehouse”.

The sequence of actions when transferring data from the information base of the configuration “1C: Trade + Warehouse” for “1C: Enterprise 7.7” to the configuration “1C: Trade and Customer Relationship Management (CRM)” for “1C: Enterprise 8” is described in detail in the file CV92_10 .txt, located in the Configs\Trade\ExtFiles\Convert\ directory on the program delivery disk.

Question No. 39. Is it possible to transfer accumulated customer data to 1C:CRM?

Yes, there is such a possibility. Data can be transferred from any structured electronic file, such as a trading or accounting system, an MSAccess database, a spreadsheet, another DBMS, or a txt file.

In some cases, the intervention of a 1C specialist may be required.

Performance and scalability of 1C:CRM

Question No. 40. Have you heard that in 1C:Enterprise 8, and accordingly in 1C:CRM, scalability has been increased. How should we understand this?

Various aspects of the scalability of 1C:Enterprise 8 are discussed in a special publication of the 1C company “Study of the scalability and performance of 1C:Enterprise 8.1” (http://v8.1c.ru/metod/books/files/1c_predpr_scale.pdf) and on 1C company website http://v8.1c.ru/.

In short, by increased scalability we mean less dependence of system performance on the load (the number of concurrent users, documents processed and the amount of stored information). Or, in other words, higher performance under the same load.

Question No. 41. What factors influence the performance of 1C:CRM?

The performance of 1C:CRM is influenced by a combination of factors. The key ones are:

1. Option for working with the information base - file or client-server. When the volume of the information base increases, or when there is a large number of users, it is necessary to switch to the client-server version of 1C:Enterprise 8.

2. Number of concurrent users. Up to 11 concurrent users - a file version of work is possible, more than 11 - client-server (MSSQLServer or PostgreSQL).

3. The size of the information base. As the volume of the information base increases, it is necessary to switch to the server version of work. It is also recommended to use a disk subsystem on a SAS or FC database server to improve performance.

4. LAN (local area network) throughput. A LAN class of at least 100Mbit is recommended.

5. Hardware of the user workstation and server.

Technical issues of installing “1C:CRM”

Question No. 42. How to correctly install 1C:CRM security keys?

It is recommended to install all “1C:CRM” keys and the network key for the “1C:Enterprise 8” platform on one server (host computer). If you have more than one network key for the 1C:Enterprise 8 platform, then they should be installed on different computers.

A computer with network protection keys installed on it must always be turned on and accessible on the enterprise LAN.

Question No. 43. Can several 1C:CRM protection keys work on one computer?

Yes they can. The number of 1C:CRM licenses of all protection keys installed on one server adds up.

Licenses are allocated dynamically as needed (when a user connects).

Question No. 44. Where can I get a security driver for a 64-bit operating system?

For 64-bit operating systems, the protection driver is located in the “1C:CRM” installation disk folder in the Protect\Drivers\Ia64 folder.

Question No. 45. When should you use 1C:Enterprise 8 Server?

“The 1C:Enterprise 8 server is used in a client-server mode of operation.

If you use 1C:CRM on more than 11 workstations, it is recommended to use 1C:Enterprise 8 Server. More information about the three-level client-server technology of the 1C:Enterprise 8 platform can be found in the booklet “Architecture of the 1C:Enterprise program system” on the 1C company website.

Question number 46. After installing the server, the product “1C-Rarus:SoftFon” does not start, and if it does start, the program icon is crossed out. Why?

It is possible that for stable operation of the service it is necessary to disable the DEP (DataExecutionPrevention) function of the Windows operating system; more information about this function can be found on the website microsoft.com.

Question No. 47. We purchased the products “1C-Rarus: SoftFon+SMS and Fax Communicators”. We need to install all these solutions on different computers

No, that's not true. All protection keys for these software products must be installed on one computer (server).

Company "1C-Bitrix" consistently implements solutions to integrate its products. Today we have implemented the possibility of integration CRM Bitrix24 With "1C: Trade Management", which allows you to synchronize work with invoices and the product catalog.

Before integration became possible, some actions had to be duplicated or transferred from one program to another.
A feature of the integration from 1C-Bitrix is ​​the presence of standard mechanisms for bidirectional data exchange. The exchange is performed using the open Business Information Exchange Standard CommerceML.
Part I. Integration with the boxed version (Corporate portal)
It is important to understand that you will not need to purchase anything additional for integration. You will only need to perform a simplified setup of the 1C and 1C-Bitrix products - by purchasing these products, you already receive all the necessary functionality.
Integration is carried out with the product catalog and invoicing functionality from CRM.
What does integration give you? Corporate portal With "1C"?

• Current data in CRM: updated product catalog, current price list with all changes made, accurate information about stock balances.
• Current information on the portal: about the company structure, employees, personnel changes.
• You will not disappoint the client’s expectations, because your information on all issues of interest to him will be reliable at any stage of interaction with the client, and your invoices will not require correction due to information received at the wrong time, for example, about discounts. At the same time, the accounting department, the customer service manager, and the warehouse are aware of the status of the transaction and the information that is important to them.

And the manager at any time gets access to information available in 1C

Corporate portal and 1C: Products
The principle of integration is one-sided: changes are made and tracked only in 1C; when synchronized, the current data ends up in CRM.

• Integration ensures the automatic exchange of product information between 1C and CRM: the latter immediately displays products added to 1C; there is no longer any need to duplicate manual entry.
• Checking the availability of goods in the warehouse and information about its availability is automated: issuing an invoice from CRM automatically triggers a check to see if the required product is in stock. After integration, you always have before your eyes reliable and up-to-date information on stock balances.
• Unified price management is guaranteed: all prices in the CRM catalog after integration are synchronized with prices in the 1C database. Now you really control prices - the price list in CRM does not require constant reconciliation, it is always synchronized with prices from 1C.

Corporate portal and 1C: Accounts
The principle of integration when working with invoices is that invoices are created on the CRM side.
Following script:

• Upon reaching a certain status, invoices are sent to 1C.
• Payment or shipment of the invoice, changes in the composition of the invoice goods, their cost and quantity can be carried out on the 1C side. All data about changes and actions on the account are automatically sent during the next synchronization to CRM.
• The same changes on the CRM side will lead to changes in the corresponding orders in 1C.

Integration of CRM with 1C optimizes communications between account managers and accounting departments. Now no one has to pull anyone every time to find out whether the payment went through, even if the manager wants to find out about it every ten minutes: all the information is contained in the system.
Here you have issued an invoice to the client:

As a result of integration with 1C, all information is synchronized, and as soon as the payment goes through, information about this will be reflected not only in 1C, but also in CRM, and will be simultaneously available to both the accountant and the customer service manager:

In practice it all looks like this:
The manager issues an invoice in CRM ➡︎ The invoice is automatically reflected in 1C
The manager sends an invoice to the client
The client, having received the invoice, pays it
Your accountant receives information about received payments
An accountant enters information about payment of an invoice by a client in 1C
⬇︎
CRM automatically shows that the invoice has been paid
Both the accounting department and the manager working with the client are aware of the payment, and all information is available to the manager.
Please note that invoices from the portal are transferred to 1C as orders.
Integration setup is carried out on the 1C side and on the CRM side, after which you start data synchronization in 1C. Upon completion, all products from 1C will be uploaded to the Bitrix24 catalog, and all accounts from the portal (each with its own established status) will be transferred to 1C.

Two-way synchronization of invoices is performed at the level of goods, quantity, status and price.
Corporate portal and 1C: Salaries and personnel management
Integration has also been implemented Bitrix24 corporate portal with information from the organization’s HR system, or more precisely, with a tool for automating personnel management tasks – "1C: Salary and Personnel Management 8 CORP".
Both of these products are integrated in the box. For the user this means:

• Purchased
• Installed systems
• Setting up data upload

What exactly is being integrated, what objects?
You can upload data from 1C to the corporate portal:

1. Company structure (all divisions, their hierarchy and relationships, subordination; heads of the company and structural divisions). Information is available immediately to all users;

2. Company employees (information about the position, functionality, area of ​​responsibility of each; photograph, personal information);

3. Data on employee absence (business trips, vacations, sick leave - all reasons for absence from work). Information on the corporate portal is reflected in the form of graphs);
4. Personnel changes (job transfers; new employees; employees on probation; dismissals);
5. Vacancies (full access to open vacancies in the company).

A user working with 1C and 1C-Bitrix products does not need additional special knowledge to ensure integration.
Moreover, the integration module contains a very large number of settings, which gives you flexibility in determining the composition of the data that you intend to upload to the corporate portal.
Data exchange after integration can be performed automatically: you set up a schedule and get rid of manual work.
Safety
All your data in 1C is protected. They are not exposed to threats from the corporate portal. The stability of 1C also does not depend on the presence or absence of integration with the portal: the fact is that integration is implemented through periodic data exchange, which is always initiated by 1C.
Information is uploaded in HR-XML format (version 3.2) - this specialized format for exchanging personnel information is widely used throughout the world (